_ Retirement Has COVID Clouded Your Retirement Picture? 3 Tips to Plan Clearly By Sondra Forsyth article Some people planning for retirement may do most of the right things in terms of saving and investing. But they … Read More→
_ Money Matters Often-Overlooked Way to Fund Your Roth IRA Has Many Advantages By Sondra Forsyth article A Roth IRA is a uniquely powerful retirement-savings tool because you won’t pay taxes on the money you withdraw during … Read More→
_ Retirement Could You Be Missing Out On Senior Discounts? By Sondra Forsyth article People who reach or near their retirement years often need to watch every penny. Sure, some of them are financially … Read More→
_ Retirement Want Or Need To Retire Early? Tips On How To Pay For It By Sondra Forsyth article Delaying retirement has become common for many Americans, either because they saved too little or they just want to continue … Read More→
_ Retirement 4 Tips for Your Retirement Planning as a New Year Brings New Hope By Sondra Forsyth article COVID-19 took a heavy toll on the U.S. economy in 2020, causing millions of job losses and forcing many businesses … Read More→
_ Retirement Stressing Over Your Retirement Plan? 5 Ways To Boost Savings, Reduce Anxiety By Sondra Forsyth article Many Americans have long stressed over their finances, and the COVID-19 pandemic has increased that anxiety, a survey shows. Well … Read More→
_ Money Matters Creating Holidays with Meaning: Tips to Spend Less, Enjoy More in the COVID Era By Sondra Forsyth article Among predictions for the 2020 holiday season, the pandemic is expected to set new records for e-commerce while straining delivery … Read More→
_ Retirement Aging & Financial Fragility: How Seniors Can Use Their Experience to Survive & Thrive Through Giving By Sondra Forsyth article “Good judgement comes from experience…unfortunately experience comes through bad judgement.” These words of wisdom came from my father, a depression … Read More→
_ Retirement 4 Key Lessons Crisis Teaches Us About Retirement By Sondra Forsyth article Over the past couple months, many investors have become worried about the future of their retirement plans. Between health concerns, … Read More→
_ Money Matters Shelter from the Financial Storm By Sondra Forsyth article As you approach and then enter retirement, it’s wise to gradually shift much of your savings into vehicles that guarantee … Read More→
_ Retirement Income Annuities Provide Invaluable Longevity Insurance but Are Still Underused By Sondra Forsyth article Few adults would go without auto, home, life or health insurance. But the kind of insurance that protects against the … Read More→
_ Money Matters A Year-End Checkup for Long-Term Financial Success in 2020 and Beyond By Sondra Forsyth article As 2019 wraps up and 2020 approaches, it’s a great time to make sure your savings and investments are aligned … Read More→
_ Retirement Ready to Retire? 5 Steps for Getting a Good Night’s Sleep After the Paychecks Stop By Sondra Forsyth article Those early days of retirement can be exciting as you are finally rewarded with a little rest and relaxation after … Read More→
_ Money Matters Pension or Lump Sum? Compare Payouts before You Decide By Jane Farrell article About half of pension plan participants can choose to take their money in a lump sum when they retire. If … Read More→
_ Retirement Are You So Focused on Retirement That You Are Missing Out on Your Life? By Sondra Forsyth article Mary and Pete saved every penny for retirement. They never went on vacations, they rarely went out to eat, and … Read More→
_ Money Matters Spring Savings Tips to Plant a Prosperous Future By Sondra Forsyth article Two-thirds of Americans are limiting their spending each month, and among those 36 percent are doing it to save more … Read More→
_ Money Matters 3 Signs that It's Time to Break Up with Your Life Insurance Agent By Jane Farrell article Trust and communication are key to any successful relationship, especially when it comes to managing your money. It’s a good … Read More→
_ Money Matters Cut Your Taxes in 2019 and Beyond By Sondra Forsyth article January is a good time to reassess your financial situation, including taxes. The first step is to estimate your 2018 … Read More→